ZIMP

Zimmermann Investment Management & Planning Portfolio holdings

AUM $2.27M
1-Year Est. Return 29.79%
This Quarter Est. Return
1 Year Est. Return
+29.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.67M
3
+$1.66M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.28M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.05M

Top Sells

1
+$1.2M
2
+$1.08M
3
+$1.04M
4
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$707K
5
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$488K

Sector Composition

1 Technology 9.81%
2 Consumer Discretionary 2.86%
3 Communication Services 2.21%
4 Healthcare 1.76%
5 Financials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19M 7.79%
46,495
+3,137
2
$12.3M 5.02%
54,886
+4,042
3
$10.6M 4.35%
55,263
+3
4
$8.95M 3.66%
433,560
+82,044
5
$8.03M 3.29%
99,776
+9,053
6
$7.56M 3.09%
85,260
+7,214
7
$7.56M 3.09%
89,117
+8,750
8
$6.94M 2.84%
59,083
+4,487
9
$6.88M 2.82%
125,184
+1,264
10
$6.85M 2.8%
136,276
-6,029
11
$6.2M 2.54%
213,395
+12,565
12
$6.11M 2.5%
34,912
+2,211
13
$5.89M 2.41%
90,204
+25,473
14
$5.39M 2.21%
122,128
-2,960
15
$5.33M 2.18%
181,890
+13,254
16
$5.2M 2.13%
29,690
-657
17
$5.14M 2.1%
37,972
+3,946
18
$5.11M 2.09%
148,187
+9,296
19
$4.71M 1.93%
95,180
+3,030
20
$4.52M 1.85%
29,729
+1,226
21
$4.32M 1.77%
42,357
+5,503
22
$4.3M 1.76%
30,788
+678
23
$3.9M 1.59%
78,232
+3,322
24
$3.74M 1.53%
129,816
+15,556
25
$3.72M 1.52%
72,986
-4,973
1
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